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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
MBWA
926
Marin Bay Wealth Advisors
California
$538K +$634 +14 +0.1%
ASCM
927
Adkins Seale Capital Management
Louisiana
$535K – – –
TMWM
928
Taylor & Morgan Wealth Management
Michigan
$533K +$3.31K +73 +0.6%
DIA
929
Dana Investment Advisors
Wisconsin
$532K -$4.26K -94 -0.8%
AWP
930
Axis Wealth Partners
Rhode Island
$531K -$3.85K -85 -0.7%
BMM
931
Berkshire Money Management
Massachusetts
$529K -$196K -4,321 -27%
LA
932
LexAurum Advisors
Kansas
$528K +$20.3K +448 +4%
TFS
933
Thoroughbred Financial Services
Tennessee
$527K +$527K +11,628 New
KIG
934
Kessler Investment Group
Indiana
$527K +$117K +2,573 +28%
NWA
935
Navis Wealth Advisors
New York
$524K – – –
OWA
936
OakTrust Wealth Advisors
Connecticut
$523K +$861 +19 +0.2%
LSPW
937
Lake Street Private Wealth
Illinois
$522K +$200K +4,424 +62%
SA
938
Strategic Advisors
New York
$521K -$23.4K -517 -4%
CPL
939
CAP Partners LLC
Tennessee
$521K -$41.2K -910 -7%
RPCONE
940
Retirement Planning Company of New England
Rhode Island
$521K +$5.66K +125 +1%
APW
941
Axim Planning & Wealth
Ohio
$521K -$30K -662 -5%
TFA
942
Teamwork Financial Advisors
Texas
$517K +$48.6K +1,073 +10%
RWM
943
Ritholtz Wealth Management
New York
$516K +$147K +3,240 +40%
CMAI
944
Capital Management Associates Inc
Minnesota
$514K +$1.86K +41 +0.4%
GA
945
GFS Advisors
Texas
$512K +$120K +2,640 New
SHF
946
Safe Harbor Fiduciary
Florida
$510K +$510K +11,257 New
TNB
947
Thomasville National Bank
Georgia
$505K +$504K +11,128 New
PAI
948
Pittenger & Anderson Inc
Nebraska
$501K +$76.1K +1,680 +18%
MA
949
MCF Advisors
Kentucky
$500K +$2.45K +54 +0.5%
VFA
950
Valeo Financial Advisors
Indiana
$499K +$4.03K +89 +0.8%
36 37
38
39 40